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Atria Investments’s Haleon HLN Stock Holding History

Atria Investments’s Portfolio HLN Stock Details HLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.67M Buy
178,931
+12,323
+7% +$115K 0.02% 852
2026
Q1 		$1.67M Buy
166,608
+28,924
+21% +$301K 0.02% 797
2025
Q4 		$1.39M Buy
137,684
+9,368
+7% +$89K 0.02% 897
2025
Q3 		$1.15M Sell
128,316
-43,231
-25% -$416K 0.01% 983
2025
Q2 		$1.78M Buy
171,547
+14,883
+9% +$157K 0.02% 775
2025
Q1 		$1.61M Sell
156,664
-10,902
-7% -$107K 0.02% 792
2024
Q4 		$1.6M Sell
167,566
-10,319
-6% -$101K 0.02% 779
2024
Q3 		$1.88M Sell
177,885
-27,858
-14% -$269K 0.02% 688
2024
Q2 		$1.7M Buy
205,743
+24,186
+13% +$202K 0.02% 706
2024
Q1 		$1.54M Buy
181,557
+9,746
+6% +$81.5K 0.02% 762
2023
Q4 		$1.41M Buy
171,811
+21,230
+14% +$175K 0.02% 744
2023
Q3 		$1.25M Buy
+150,581
New +$1.25M 0.02% 753

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Atria Investments's HLN Position: Q2 2026 in Review

Atria Investments increased its Haleon (HLN) stake by 7.4% in Q2 2026, buying an estimated $115K and bringing the position to 178,931 shares worth $1.67M. The position accounts for 0.02% of the portfolio, ranked #852.

Atria Investments first reported a position in HLN in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.88M in Q3 2024. 646 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

  • Atria Investments held 178,931 shares of Haleon worth $1.67M as of Q2 2026.
  • Atria Investments bought 12,323 Haleon shares in Q2 2026, an estimated $115K.
  • Haleon made up 0.02% of Atria Investments's portfolio in Q2 2026, its #852 holding.
  • Atria Investments first reported a position in Haleon in Q3 2023 and has held it in 12 quarters since.
  • Atria Investments's Haleon position peaked at $1.88M in Q3 2024.
  • 646 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.